Difference between revisions of "Connecting DirectDebitsLink to MYOB AccountRight Live Data File on Server"

Connecting DirectDebitsLink to MYOB AccountRight Live Data File on Server (view source)

Revision as of 20:40, 22 July 2019

892 bytes added , 20:40, 22 July 2019

no edit summary

Nic

Write, Bureaucrats, Administrators

1,140

edits

@@ Line 1: / Line 1: @@
+== Overview ==
+You can connect DirectDebitsLink to your [[MYOB AccountRight Live]] data file located on a server.
 == Requirements ==
@@ Line 11: / Line 15: @@
 [[File:MYOBAccountRightLiveDataFileSetupServer.png|300px|thumb|right|Data File Setup dialogue for MYOB AccountRight Live]]
-# Go to the Data File Setup dialogue. See Changing how DirectDebitsLink connects to your data file for more information;
+[[File:LocalMachineDataFileSetup.png|300px|thumb|right|Select the data file]]
-# Enter Company Name;
-# Select MYOB AccountRightLive or prior as the Data File Type;
+# Go to the '''Data File Setup''' dialogue;
-# Choose  to Connect to MYOB data file in the SERVER library
+#: ''See [[Changing how DirectDebitsLink connects to your data file]] for more information.''
-# If using Connect to MYOB data file in the REMOTE library enter the Server Name where the data file is located;
+# Enter the '''Company Name''';
-# Click the Browse button to select your data file;
+# Set the '''Data File Type''' to '''MYOB AccountRight Live''';
-# Enter the User Name and Password to connect to your data file;
+# Set the '''Data File Location''' to '''Data file is in a SERVER library''';
-# If this is showing an error or you are unable to login into MYOB, Add a new user in my.myob and attempt to login with the new account;
+# Enter the '''Server Name''' and '''Port Number''' for the server;
-# Click OK to close the Data File Setup dialogue;
+#: ''The '''Server Name''' can either be the name of the machine or an IP addresss.''
-# Click Close to close the Manage Data Files dialogue;
+#: ''The '''Port Number''' should be set to 8080 unless, in very rare instances, it has changed by your IT administrator.''
-# Run your first Get Data.
+# Enter the '''User Name''' and '''Password''' to connect to your data file;
+#: ''We recommend you use the '''Administrator''' user when connecting to your MYOB data file to ensure DirectDebitsLink has access to all data required to run your reports.''
+# Click the '''Select''' button to select your data file from a list, select it and follow the prompts to test the connection;
+# Click '''OK''' to close the '''Data File Setup''' dialogue;
+# Click '''Close''' to close the Manage Data Files dialogue;
+# Run the [[Get Data]] to pull in the latest data from the configured data file.
+=== Video ===
+This getting started video will show you how to connect DirectDebitsLink with MYOB AccountRight Live. It details how to connect to your data file on the local machine, on a server or on the cloud.
+{{#ev:youtube|pNr5mKFJXrA|560|left|DirectDebitsLink Getting Started for MYOB AcccountRight Live}}
 <br clear=all>
 == Related Topics ==
 * [[Connecting DirectDebitsLink to MYOB AccountRight Live]]
 * [[Changing how DirectDebitsLink connects to your data file]]
 * [[Troubleshooting Get Data Problems with MYOB AccountRight Live]]